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Jeremy serves as an Advisor in First Investments & Planning . His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals.
Jeremy began his career in the financial services industry in 2011. Jeremy holds his Series 7 & 66 securities registrations as well as Life and Health licenses. He graduated with a Bachelor's and Master's Degree in Music Education from Doane College.
Along with his love of music, Jeremy enjoys serving in his church, playing basketball and spending time with his wife Leslie and their three children, Milo, Annie and Asher.
First National Bank
8418 Frederick St
Omaha NE, 68124
First National Bank
7978 Main St, MS 5370
La Vista NE, 68127
Shelby County Investment Center
508 Court St.
Harlan, IA 51537
It’s my goal to know that not only did I help my clients sleep at night with their investment decisions, but that I also can sleep at night knowing I did what’s right for them.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE